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Valeo Financial Advisors’s Royal Gold RGLD Stock Holding History

Valeo Financial Advisors’s Portfolio RGLD Stock Details RGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5
Closed -$1K – 2034
2020
Q2 		$1K Sell
5
-152
-97% -$18.4K ﹤0.01% 1941
2020
Q1 		$15K Buy
+157
New +$16.2K ﹤0.01% 963
2019
Q3 		– Sell
-50
Closed -$5K – 1650
2019
Q2 		$5K Hold
50
– – ﹤0.01% 1221
2019
Q1 		$5K Hold
50
– – ﹤0.01% 1187
2018
Q4 		$4K Buy
+50
New +$3.85K ﹤0.01% 1160

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's RGLD Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Royal Gold (RGLD) in Q3 2020, closing a stake of 5 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in RGLD in Q4 2018 and held it in 5 quarters. The position peaked at $15K in Q1 2020. 385 funds tracked by Wall St. Rank hold RGLD as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Royal Gold position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 5 Royal Gold shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Royal Gold in Q4 2018 and held it in 5 quarters.
  • Valeo Financial Advisors's Royal Gold position peaked at $15K in Q1 2020.
  • 385 funds tracked by Wall St. Rank held Royal Gold as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.